CONTRACTONGOING

Town reviews investment performance with Mariner

Document date: Sep 29, 2025

What it covers

Dave West from Mariner reviewed market investment performance, focusing on asset allocations and changes. The presentation also covers policy statements and recommendations for the retirement investment plan.

Who holds it

Mariner LLC holds this investment performance review contract with Town of Palm Beach. Its other public contracts on record include work for TX-State-Emergency Services Retirement System and City of Edwardsville.

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Contract details

Contract type: Investment Performance Review
Document date: September 29, 2025
Term: NA
Vendor: Mariner LLC
Agency: Town of Palm Beach
Source document: town-of-palm-beach-defined-contribution-plan-committee-meeting-agenda_30d.pdf (Agenda)

Mariner LLC's other public contracts

TX-State-Emergency Services Retirement System, TexasMariner Provides Investment Services to TESRS · Aug 24, 2026Undisclosed TX-State-Emergency Services Retirement System, TexasMariner Provides TESRS Investment Services · Aug 24, 2026Undisclosed City of Edwardsville, IllinoisMariner LLC Listed in Metro Flex Variance · Aug 5, 2026Undisclosed Mifflin County, PennsylvaniaMariner LLC Provides Ongoing Advisory Services to Pension Plan · Mar 5, 2026Undisclosed Town of Melbourne Beach, FloridaMariner consulting services contract approved for Q4 2025 · Dec 15, 2025$3.8K All Mariner LLC contractsVendor profile

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Questions about this contract

Who was awarded the investment performance review contract by Town of Palm Beach?

Mariner LLC was awarded this investment performance review contract by Town of Palm Beach, as recorded on September 29, 2025.

What type of contract is this?

This is a Investment Performance Review contract, documented as a agenda record.

Where was this contract approved?

This contract appears in town-of-palm-beach-defined-contribution-plan-committee-meeting-agenda_30d.pdf (Agenda), dated September 29, 2025 from Town of Palm Beach. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Mariner LLC hold?

Mariner LLC may hold additional government contracts. View their full contract history, the agencies they serve, and total tracked spend on their Civic IQ vendor profile.

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